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Invesco Global Listed Private Equity ETF

92 hedge funds and large institutions have $139M invested in Invesco Global Listed Private Equity ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

2% more funds holding

Funds holding: 9092 (+2)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7.14% less ownership

Funds ownership: 62.8%55.66% (-7.1%)

20% less capital invested

Capital invested by funds: $174M → $139M (-$34.8M)

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
25
Reduced
24
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$17.2M +$1.95M +28,688 +12%
Morgan Stanley
2
Morgan Stanley
New York
$16.7M -$353K -5,178 -2%
EWM
3
Endowment Wealth Management
Wisconsin
$12.2M -$593K -8,711 -4%
LPL Financial
4
LPL Financial
California
$9.27M -$5.56M -81,624 -36%
CCMG
5
Clark Capital Management Group
Pennsylvania
$8.49M +$9.02M +132,464 New
NYLIM
6
New York Life Investment Management
New York
$7.88M -$150K -2,197 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.19M -$9.56M -140,283 -56%
AWA
8
Aletheian Wealth Advisors
Washington
$7.14M +$190K +2,789 +3%
Wells Fargo
9
Wells Fargo
California
$6.9M -$1.17M -17,174 -14%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.6M -$1.63M -23,997 -30%
TFP
11
Traction Financial Partners
Wyoming
$3.07M -$411K -6,027 -11%
AWM
12
Axxcess Wealth Management
California
$2.66M +$50.4K +740 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.61M +$1.7M +24,920 +157%
Jane Street
14
Jane Street
New York
$2.07M +$332K +4,870 +18%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.91M -$36.6K -538 -2%
Raymond James Financial
16
Raymond James Financial
Florida
$1.87M -$650K -9,541 -25%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.56M -$24.7K -363 -1%
NAM
18
NTV Asset Management
West Virginia
$1.55M +$19.8K +290 +1%
Citadel Advisors
19
Citadel Advisors
Florida
$1.26M +$972K +14,267 +265%
UBS Group
20
UBS Group
Switzerland
$1.1M +$142K +2,089 +14%
NA
21
NewEdge Advisors
Louisiana
$1.09M +$78.7K +1,156 +7%
LCWP
22
Legacy Capital Wealth Partners
Arkansas
$995K -$444K -6,525 -30%
CG
23
Cynosure Group
Utah
$968K +$224K +3,284 +28%
SWM
24
SeaCrest Wealth Management
New York
$896K +$221K +3,241 +30%
LFASL
25
Lugano Financial Advisors SA (LFA)
Switzerland
$881K -$32.2K -472 -3%

PSP Hedge Fund Activity: Q1 2025 in Review

92 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q1 2025, worth a combined $139M — down 20% from $174M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PSP positions and 18 closed out — a net gain of 4 holders — while 25 added to existing stakes and 24 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $9.02M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $19.6M.

  • 92 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q1 2025, up from 90 in Q4 2024.
  • Funds reported $139M of Invesco Global Listed Private Equity ETF stock for Q1 2025, down 20% quarter-over-quarter.
  • 22 funds opened new Invesco Global Listed Private Equity ETF positions in Q1 2025 and 18 closed out, a net change of +4 holders.
  • The largest Invesco Global Listed Private Equity ETF buyer in Q1 2025 was Clark Capital Management Group, an estimated $9.02M added.
  • The largest Invesco Global Listed Private Equity ETF seller in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2025.